FSA Wealth Management LLC Buys Intuit Inc, Alphabet Inc, SSGA SPDR S&P 500, Sells iShares 1-3 Year Credit Bond ETF, SPDR SERIES TRUST, Intel Corp

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Investment company FSA Wealth Management LLC (Current Portfolio) buys Intuit Inc, Alphabet Inc, SSGA SPDR S&P 500, Alphabet Inc, sells iShares 1-3 Year Credit Bond ETF, SPDR SERIES TRUST, Intel Corp, ISHARES TRUST, JPMorgan Chase during the 3-months ended 2020Q3, according to the most recent filings of the investment company, FSA Wealth Management LLC. As of 2020Q3, FSA Wealth Management LLC owns 52 stocks with a total value of $156 million. These are the details of the buys and sells.

For the details of FSA Wealth Management LLC's stock buys and sells, go to https://www.gurufocus.com/guru/fsa+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of FSA Wealth Management LLC
  1. ISHARES TRUST (IWF) - 145,476 shares, 20.28% of the total portfolio. Shares added by 5.52%
  2. ISHARES TRUST (IWD) - 205,129 shares, 15.57% of the total portfolio. Shares added by 13.95%
  3. VANGUARD TAX MANAG (VEA) - 387,439 shares, 10.18% of the total portfolio. Shares added by 14.76%
  4. Vanguard Total Bond Market ETF (BND) - 173,106 shares, 9.81% of the total portfolio. Shares reduced by 0.49%
  5. ISHARES TRUST (IWP) - 47,917 shares, 5.32% of the total portfolio. Shares added by 7.89%
New Purchase: Intuit Inc (INTU)

FSA Wealth Management LLC initiated holding in Intuit Inc. The purchase prices were between $285.37 and $354.18, with an estimated average price of $313.06. The stock is now traded at around $357.06. The impact to a portfolio due to this purchase was 0.5%. The holding were 2,375 shares as of .

Added: Alphabet Inc (GOOG)

FSA Wealth Management LLC added to a holding in Alphabet Inc by 22.07%. The purchase prices were between $1415.21 and $1728.28, with an estimated average price of $1525.89. The stock is now traded at around $1781.38. The impact to a portfolio due to this purchase was 0.05%. The holding were 271 shares as of .

Added: SSGA SPDR S&P 500 (SPY)

FSA Wealth Management LLC added to a holding in SSGA SPDR S&P 500 by 34.02%. The purchase prices were between $310.52 and $357.7, with an estimated average price of $331.29. The stock is now traded at around $362.57. The impact to a portfolio due to this purchase was 0.04%. The holding were 784 shares as of .

Added: Alphabet Inc (GOOGL)

FSA Wealth Management LLC added to a holding in Alphabet Inc by 25.19%. The purchase prices were between $1409.39 and $1717.39, with an estimated average price of $1523.87. The stock is now traded at around $1774.03. The impact to a portfolio due to this purchase was 0.03%. The holding were 169 shares as of .

Sold Out: SPDR SERIES TRUST (SPYD)

FSA Wealth Management LLC sold out a holding in SPDR SERIES TRUST. The sale prices were between $26.58 and $29.31, with an estimated average price of $28.27.

Sold Out: Intel Corp (INTC)

FSA Wealth Management LLC sold out a holding in Intel Corp. The sale prices were between $47.73 and $61.15, with an estimated average price of $52.07.

Sold Out: ISHARES TRUST (TIP)

FSA Wealth Management LLC sold out a holding in ISHARES TRUST. The sale prices were between $123.08 and $127.1, with an estimated average price of $125.6.

Sold Out: JPMorgan Chase & Co (JPM)

FSA Wealth Management LLC sold out a holding in JPMorgan Chase & Co. The sale prices were between $91.28 and $103.82, with an estimated average price of $98.2.

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

FSA Wealth Management LLC sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $250.49 and $302.76, with an estimated average price of $271.11.

Sold Out: PepsiCo Inc (PEP)

FSA Wealth Management LLC sold out a holding in PepsiCo Inc. The sale prices were between $131 and $143.29, with an estimated average price of $136.01.



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